Refer A Fellow Minister
Your Referral Is A Blessing!
There is nothing more important to us than doing right by our clients. It is a responsibility and a privilege we take very seriously.
So, if you know a fellow pastor that could benefit from our services, we would love to see if we can help them.
Why Referrals
We look forward to working with those you know and love. Your referral is the highest compliment we can receive. We appreciate you being an advocate for Guardian Financial Group and sincerely thank you for introducing us to people you believe we can serve now and in the future.
How Do I Refer Guardian Financial Group?
If you know a Minister nearing or in retirement, or who has recently experienced a big life event that is impacting their financial situation, simply fill out the form on this page to get started! A member of our team will reach out to them to schedule a complimentary introductory meeting and you will receive an email thanking you for your referral.